Resources

Question:        Can I still make qualified charitable distributions from my IRA after the recent legislative changes?

Question: Given the possibility that the Federal estate tax exemption will decrease, should I make gifts now before the law changes?

Question:   My company sponsors a 401(k) plan to which many of our highly paid employees are unable to contribute as much as they would like. What alternatives are available to avoid or minimize this problem?

Question:   My company sponsors a 401(k) plan to which many of our highly paid employees are unable to contribute as much as they would like. What alternatives are available to avoid or minimize this problem?

Question: My husband died leaving me as the sole beneficiary of his individual retirement account. Should I roll over these funds to my own IRA to defer income taxes?